Business Development & Client Acquisition Specialist

Job Description

Job DescriptionSalary: 60,000 + commission ($100 per first appointment kept)

Business Development & Client Acquisition Specialist
Arcadia Financial Andover, MA or Manchester NH

About Arcadia Financial

Arcadia Financial is a premier financial services firm dedicated to helping clients achieve their life goals with clarity and confidence. We challenge our clients tofearlessly live every day like its Saturday, and we uphold the highest standards of integrity, excellence, and client experience. As we continue to grow, we are seeking aBusiness Development Specialistto join our dynamic team.

Position Overview

TheBusiness Development Specialistwill play a pivotal role indriving new business growthby securingqualified appointmentsfor our financial advisors. This individual will engage with prospective clients, follow up on leads from seminars and marketing campaigns, and nurture relationships. The ideal candidate is amotivated, results-driven professionalwith a passion for building relationships and delivering exceptional client experiences.

Reports to: Marketing Manager

Key Responsibilities

• Using mailhouse and leading response, prequalify and invite prospects to educational workshops and seminars.
• Set qualified first appointments to fill advisors schedules.
• Respond promptly to leads from various sources, and seminar attendees.
• Respond to any and all department referrals inviting them to seminars and booking first advisor appointment.
• Record all prospect interactions and updates in theRedtail CRMsystem.
• Conduct follow-up calls with clients to ensure satisfaction and engagement.
• Follow up with no calls or canceled seminar/ workshop attendees to keep the lead warm.
• Utilize scripts and workflows to maximize lead conversion.
• Assist in preparing first client meetings and welcoming guests.
• Guide inbound client inquiries and direct them appropriately.
• Manage and follow up with all leads, ensuring aseamless onboarding processfor new clients.
• Run and refine thereportingto maintain a high-quality prospect list.
• Track and present performance metrics at respective meetings
• Scout restaurants and facilities for regional growth and client experience
• Work with producing advisors to strengthen skills and aptitude to increase client trust
• Attend and support client appreciation events, networking, and ensuring attendees feel valued.

Qualifications & Skills

• Proven ability toconvert leads into appointmentsand foster client relationships.
• Strong communication skills, both written and verbal.
• Detail-oriented, highly organized, and able to manage multiple tasks effectively.
• Comfortable working in afast-paced environmentand meeting deadlines.
• Proficiency withCRM systems (Redtail), scheduling tools, Microsoft Office Suite and constant contact or other lead generation platforms.
• Previoussales, marketing, business development and client acquisition experiencerequired. Minimum of 3 years.
• Knowledge of financial services.

Key Performance Indictors & Metrics:

Seminar and workshop attendance rates. Fill 30 seats per seminar, 20 seats per educational workshop.

Stick rate goal 80% for first appointments

Client engagement / satisfaction score

Personal Attributes

• Energetic andmotivated by results.
• Strong interpersonal skills with aclient-first mindset.
• Adaptable and capable of handling changing priorities.
• Team player who thrives in acollaborative culture.

Work Schedule & Location

• On-site positionin our Andover office or Manchester Office

Compensation Structure:

Hybrid: annual base salary $60,000 + commission ($100 per first appointment kept)

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance